See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,134 | $74,888-90.5% | $71,209-90.0% | $142,382-95.0% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 22.27% | 345.14%-322.9pp | 282.51%-260.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $202 | $2,854-92.9% | $2,721-92.6% | $4,299-95.3% |
| Participant deferral / active EE | $202 | $4,454-95.5% | $4,175-95.2% | $6,507-96.9% |
| Admin fee / account holder | $132 | $5,568-97.6% | $5,349-97.5% | $12,624-99.0% |